KI

Koch Industries Portfolio holdings

AUM $853M
1-Year Est. Return 40.17%
This Quarter Est. Return
1 Year Est. Return
-40.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$81.1M
AUM Growth
-$34.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3
New
Increased
Reduced
Closed

Top Buys

1 +$395K

Top Sells

No sells this quarter

Sector Composition

1 Utilities 96.8%
2 Technology 2.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$78.5M 96.8%
4,918,615
2
$2.2M 2.71%
109,305
3
$395K 0.49%
+13,832